Table of Contents
- FLORIDA RETIREMENT SYSTEM - FRS
- FRS Work Periods
- FRS Setup
- Pay Components - IPPC
- Pay Elements - IPPE
- Benefit Plan Types - IBPT
- Benefit Plans
- List of Benefit Components
- B0010 - B0299 Preprocess/Qualification
- B0300 - B0399 Eligible Earnings/Amounts
- B0800 - B0899 Employer Contributions
- Sample FRS Plan
- User Fields
- Process FRS
- Form Definition Variables
- Notes
FLORIDA RETIREMENT SYSTEM - FRS #
FRS or ‘Florida Retirement System’ is responsible for administering the Florida Retirement System.
Specialized benefit components and user fields are provided that may be set up to ensure that the report and interface file are created correctly.
FRS Work Periods #
The Work Periods (‘WP’) is a column on the FRS report that defines the service credit for retirement purposes. For each amount submitted, a code must be provided. The meaning of the code is shown in the table below. Benefit components are used to define the codes (work periods) used at each organization.Work Period | Description |
---|---|
12 | Normal Current Contribution |
12 | Prior Period Contribution Adjustment |
21 | Lump Sum Contributions |
88 | Workers’ Compensation Contributions |
FRS Setup #
To create the required report and interface file users must use specific benefit components within a specific plan type, create user fields (if needed) and set up the required pay components and pay elements.Pay Components - IPPC #
You will need to create a total of 9 pay components for FRS:B0360 | FRS Reg Earns | PC Usage: 9999 |
B0361 | FRS Lump Earns | PC Usage: 9999 |
B0363 | FRS PP Earns | PC Usage: 9999 |
B0368 | FRS WC Earns | PC Usage: 9999 |
B0380 | FRS Lv Hrs | PC Usage: 9999 |
B0840 | FRS Reg ER | PC Usage: 13 |
B0841 | FRS Lump ER | PC Usage: 13 |
B0843 | FRS PP ER | PC Usage: 13 |
B0848 | FRS WC ER | PC Usage: 13 |
Pay Elements - IPPE #
You will need to create a total of 5 pay elements for FRS:B0320 | FRS Reg Earns | All earnings PC that make up Regular Earnings |
B0321 | FRS Lump Earns | All earnings PC that make up Lump Sum Leave Pay Earnings |
B0323 | FRS PP Earns | All earnings PC that make up Prior Period Earnings |
B0328 | FRS WC Earns | All earnings PC that make up Workers’ Compensation Earnings |
B0380 | FRS Lv Hrs | All earnings PC that make up Lump Sum Leave Pay Hours |
Benefit Plan Types - IBPT #
All FRS benefit plans must be setup with a ‘FRS’ benefit plan type.If this is spelled differently, the program will not work.
Benefit Plans #
Benefit components are used to calculate and store the values for FRS. These values must be qualified, for the report, by which type of work period. Users must analyze the possible types of contributions made at their site, and set up the appropriate benefit component as described.In the benefits components in the next section, the result of the component must be stored into a pay component where indicated. This may be zero but it must be stored. Define the appropriate pay component ('PC Code' field), on each benefit component and ensure that the 'action' is "Store Line and Enroll".
- Regular Enrollment Dates
- Eligible Earnings (Salary)
These amounts must be stored in a pay component and will be seen on the Benefits Enrollment form and the FRS report.
- Lump Sum Leave Pay Hours
- Employer Contribution Amount
This amount will appear only in the Benefit Enrollment form, but the rates defined will be used to calculate the
amount for the report.
Enter the employer contribution rate as a percentage. i.e. 8.25% would be entered as 8.2500.
This amount can be set up as either ‘Same as Premium Amount’, ‘Premium Amount less Employee Contribution’, or as ‘Employer percentage on Member Earnings’.
Additional employer contribution amounts can only be derived using a pay element.
- Coverage Rates
List of Benefit Components #
Most Benefit Components have an implied Work Period Code attached, indicated as WP##. Components that represent values on the FRS report also require an output Pay Component to store the calculated value for later reporting.The Benefit Components provided in the following pages have been grouped based on their purpose under the following subheadings:
0010 – 0299 | Preprocessing/Qualification |
0300 – 0399 | Eligible Earnings/Amounts |
0800 – 0899 | Employer Contributions |
Although the sheer number of options may seem daunting, not all components are required for every plan. They are provided to allow complete versatility when defining policies. Note
- Bracketed words on the following pages represent fields in the Component Rules or the Enrollment Form to be filled in. i.e. <User Calc>
- To create any UserCalcs that may be needed, please refer to the User Calculation Tool Workbook.
- Each component has a table to define the rules that are available. The columns in the table are described below: **Rule - the index number of the rule
- Description - a brief description of the rule
- Logic - what the rule will do if chosen, and what other ‘pieces’ it may need to complete it logic
- Assoc. - if there are any associated benefit components needed they are listed
- Go to - after this rule is chosen which benefit component should be evaluated next
- The standard or most commonly used rule(s) for each component is indicated by the asterisk (*) in the rule column. %
B0010 - B0299 Preprocess/Qualification #
- B0010 Preprocess/Qualify UserCalc {optional}
Is a UserCalc required to disqualify/qualify an employee from processing?
Yes - Choose the rule to be used
No - Go to B0020
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00* | Use UserCalc Only | The pre-processing or qualifying <User Calc> specified will be executed. The UserCalc may be a qualifier to decide which employees to evaluate. Specify the name of the <User Calc> on the component. The UserCalc must supply any logic required to disqualify an employee from being processed. The UserCalc must be of the type ‘Function’, with a return value of the type ‘Boolean’. Use the RET operator to return the Boolean value of True or False. The false value is interpreted by the component as an instruction to exit the coverage without further processing. | B0020 |
- B0020 Enrollment Base Date
Choose the rule that is used as the Enrollment Base Date rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | Use UserCalc Only | The pre-processing or qualifying <User Calc> specified will be executed. Specify the name of the UserCalc on the component. The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value. This value is interpreted by the component as a user provided enrollment base date from which the employee’s coverage effective date is determined. | B0030 | |
01 | Use Processing Date | Uses the date of the benefits run (or pay period end date if benefits are processed through payroll), to determine effective date of the employee’s coverage. | B0030 | |
02* | Use Hire Date | Uses Hire Date from Employment Information (IEEI) form to determine effective date of employee’s coverage. | B0030 | |
03 | Use Seniority Date | Uses Seniority Date from Employment Information (IEEI) form to determine effective date of employee’s coverage. | B0030 | |
04 | Use Latest of Hire/Seniority/Processing Date | Uses the latest of hire date, seniority date, or date of the benefits run (or pay period end date if benefits are processed through payroll). This rule is often used when a benefit is completely optional, such as a 401K (US) or RRSP (CDN) plan. | B0030 | |
05 | Use Leave Date | Uses Leave Date from Employment Information (IEEI) form to determine effective date of the employee’s coverage. This rule is normally only used with disability type plans. | B0030 | |
06 | Use Birth Date | Uses employee’s birth date from Identity Information (IEEI) form plus a qualifying period to determine effective date of employee’s coverage. Sometimes used for pension type plans that become mandatory at age 18 or 21. | B0030 | |
07 | Use Termination Date | Uses employee’s termination date from Employment Information (IEEI) form to determine effective date of employee’s coverage. Used for special coverages available to an employee only after termination, for example, on retirement. | B0030 |
- B0030 Enrollment Effective Date Rule
Choose the rule that is used as the enrollment Effective Base Date rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01 | Use Base Date | Uses the exact date calculated by component B0020. | B0020 | B0070 |
02* | Use Base Date plus Qualifying Period | Uses the date calculated by component B0020, plus any additional qualifying period calculated by components B0040 and B0050. | B0020 B0040 B0050 | B0040 |
- B0040 Hiring Qualification {optional}
Must the employee be hired by a certain day in the month in order for month to be included in the qualification criteria?
Yes - Choose the rule to be used
No - Go to B0050
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | Use Day from UserCalc Only | Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value. This value is interpreted as a user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire. | B0050 | |
01 | Use Day from Element | Specify the name of the <Element> on the component. The value of the element is used as the user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire. | B0050 | |
02* | Hired By Specified Day | Specify the <BC Value> on the coverage component. The <BC Value> of the component is used as the user provided day of the month by which an employee must be hired in order to sign up for benefits in the first month of hire. Must be entered as DD (15 for the 15th of the month.) | B0050 |
- B0050 Qualifying Period {optional}
Yes - Choose the rule to be used
No - Go to B0060
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01 | Number of Days | Specify the <BC Value> on the coverage component. Adds the number of days to the enrollment base date. | B0060 | |
02 | Number of Weeks | Specify the <BC Value> on the coverage component. Adds the number of weeks to the enrollment base date. | B0060 | |
03* | Number of Months | Specify the <BC Value> on the coverage component. Adds the number of months to the enrollment base date. | B0060 | |
04 | Number of Pay Periods | Specify the <BC Value> on the coverage component. Adds the number of pay periods to the enrollment base date. | B0060 | |
05* | Number of Years | Specify the <BC Value> on the coverage component. Adds the number of years to the enrollment base date. | B0060 |
- B0060 Roll Forward/Back Rule {optional}
Is it necessary to roll the effective date forward or backward to a specific day of the month?
Yes - Choose the rule to be used
No - Go to B0070
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Roll Forward to Day in Next Month | Specify the <BC Value> on the coverage component. Must be entered as DD (01 for the 1tstof the month.) Rolls effective date forward to this day in the following month. Used when benefits may only start on a specified day of the month, such as the first. | B0070 | |
02 | Roll Back to Day in Curr Month | Specify the <BC Value> on the coverage component. Must be entered as DD (01 for the 1tstof the month.) Rolls effective date back to this day in the current month. Used when benefits may only start on a specified day of the month, such as the first, and benefits may be backdated. | B0070 | |
03 | Roll Forward to First Day in Next Quarter | Rolls effective date forward to the first day in the following quarter. Used when benefits may only start at the beginning of a quarter. | B0070 | |
04 | Roll Back to First Day in Curr Quarter | Rolls effective date back to the first day in the current quarter. Used when benefits may only start at the beginning of a quarter and enrollment may be backdated. | B0070 |
- B0070 Effective Date
Choose the rule that is used as the Effective Date rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Calculate Effective Date | Stores the calculated effective date of the benefit coverage. | B0080 |
- B0080 Eligibility Base Date
Choose the rule that is used as the Eligibility Base Date
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | Use UserCalc only | The pre-processing or qualifying <User Calc> specified will be executed. Specify the name of the UserCalc on the component. The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value. This value is interpreted by the component as a User provided enrollment base date from which the employee’s coverage eligibility date is determined. | B0090 | |
01 | Use Processing Date | Uses date of the benefits run (or pay period end date if benefits are processed through payroll), to determine eligibility date of employee’s coverage. | B0090 | |
02* | Use Hire Date | Uses Hire Date from Employment Information (IEEI) form to determine eligibility date of employee’s coverage. | B0090 | |
03 | Use Seniority Date | Uses Seniority Date from Employment Information (IEEI) form to determine eligibility date of the employee’s coverage. | B0090 | |
04 | Use Latest of Hire/Seniority/Processing Date | Uses latest of Hire Date, Seniority Date or date of the benefits run (or pay period end date if benefits are processed through payroll). This rule is often used when a benefit is completely optional, such as a 401K (US) or RRSP (CDN) plan. | B0090 | |
05 | Use Leave Date | Uses Leave Date from Employment Information (IEEI) form to determine eligibility date of employee’s coverage. This rule is normally only used with disability type plans. | B0090 | |
06 | Use Birth Date | Uses employee’s Birth Date from Identity Information (IEID) form plus a qualifying period to determine eligibility date of employee’s coverage. Sometimes used for pension type plans that become mandatory at age 18 or 21. | B0090 | |
07 | Use Termination Date | Uses employee’s Termination Date from Employment Information (IEEI) form to determine eligibility date of employee’s coverage. Used for special Coverages available to an employee only after termination (retirement). | B0090 | |
08 | Use Effective Date | Uses date calculated in component B0070. | B0070 | B0090 |
- B0090 Eligibility Date Rule
Choose the rule tat is used as the Eligibility Date rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01 | Use Base Date | Uses the exact date calculated by component B0080. | B0080 | B0130 |
02* | Use Base Date plus Qualifying Period | Uses the date calculated by component B0080, plus any additional qualifying period calculated by components B0100 and B0110. | B0080 B0100 B0110 | B0100 |
- B0100 Hiring Qualification {optional}
Must the employee be hired by a certain day in the month in order for month to be included in the qualification criteria?
Yes - Choose the rule to be used
No - Go to B0110
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | Use Day from UserCalc Only | Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value. This value is interpreted as the user provided day of the month by which an employee must be hired in order to be eligible for benefits in the first month of hire. | B0110 | |
01 | Use Day from Element | Specify the name of the <Element> on the component. The value of the element is used as the user provided day of the month by which an employee must be hired in order to be eligible for benefits in the first month of hire. | B0110 | |
02* | Hired By Specified Day | Specify the <BC Value> on the coverage component. The <BC Value> of the component is used as the user provided day of the month by which an employee must be hired in order to be eligible for benefits in the first month of hire. Must be entered as DD (15 for the 15th of the month.) | B0110 |
- B0110 Qualifying Period {optional}
Is there a specific waiting period for eligibility?
Yes - Choose the rule to be used
No - Go to B0120
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01 | Number of Days | Specify the <BC Value> on the coverage component. Adds number of days to the eligibility base date. | B0120 | |
02 | Number of Weeks | Specify the <BC Value> on the coverage component. Adds number of weeks to the eligibility base date. | B0120 | |
03* | Number of Months | Specify the <BC Value> on the coverage component. Adds number of months to the eligibility base date. | B0120 | |
04 | Number of Pay Periods | Specify the <BC Value> on the coverage component. Adds number of pay periods to the eligibility base date. | B0120 | |
05* | Number of Years | Specify the <BC Value> on the coverage component. Adds number of years to the eligibility base date. | B0120 |
- B0120 Roll Forward/Back Rule {optional}
Is it necessary to roll the eligible date forward or backward to a specific day of the month?
Yes - Choose the rule to be used
No - Go to B0130
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Roll Forward to Day in Next Month | Specify the <BC Value> on the coverage component. Must be entered as DD (01 for the 1tst of the month.) Rolls the eligibility date forward to this day in the following month. Used when benefits may only start on a specified day of the month, such as the first. | B0130 | |
02 | Roll Back to Day in Curr Month | Specify the <BC Value> on the coverage component. Must be entered as DD (01 for the 1tstof the month.) Rolls the eligibility date back to this day in the current month. Used when benefits may only start on a specified day of the month, such as the first, and benefits may be backdated. | B0130 | |
03 | Roll Forward to First Day in Next Quarter | Rolls the eligibility date forward to the first day in the following quarter. Used when benefits may only start at the beginning of a quarter. | B0130 | |
04 | Roll Back to First Day in Curr Quarter | Rolls the eligibility date back to the first day in the current quarter. Used when benefits may only start at the beginning of a quarter, and eligibility may be backdated. | B0130 |
- B0130 Eligible Date
Choose the rule that is used as the Eligible Date rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Calculate Eligible Date | Stores the calculated eligibility date of the benefit coverage. | B0140 |
- B0140 Premium Start Date
Choose the rule that is used as the Premium Start Date rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | UserCalc Only | Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value. This value is interpreted by the component as a user provided premium date. | B0150 | |
01* | Use Effective Date | Uses component B0070 as the premium date. | B0070 | B0150 |
02 | Use Eligible Date | Uses component B0130 as the premium date. | B0130 | B0150 |
- B0150 Expire Base Date
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | UserCalc Only | Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value. This value is interpreted by the component as the user provided base date from which the employee’s enrollment is expired. | B0160 | |
01 | Use End of Time | Uses 31st December, 3999 as the base date from which the employee’s enrollment is expired. | B0160 | |
02* | Use Termination Date | Uses the employee’s Termination Date from Employment Information (IEEI) form to determine the date the employee’s enrollment is expired, or 31st December, 3999 if there is no termination date available. | B0160 | |
03 | Use Leave Date | Uses the employee’s Leave Date from Employment Information (IEEI) form to determine the date the employee’s enrollment is expired. | B0160 | |
04 | Use Earlier of Term/Leave | Uses the earlier of the Termination Date or the Leave Date as the date from which an employee’s enrollment is expired, or 31st December, 3999 if there is no termination date available. | B0160 | |
05* | Use Birth Date | Uses the employee’s Birth Date from the Identity Information (IEID)form plus a continuation period to determine the date an employee’s enrollment is expired. Sometimes used for life type plans that automatically expire at a specific age. | B0160 | |
06 | Use Spouse's Birth Date | Uses the Spouse Birth Date from the contact form plus a continuation period to determine the date a spouse’s enrollment is expired. Sometimes used for dependent or spousal life type plans that automatically expire at a specific age. | B0160 |
- B0160 Expire Date Rule
Choose the rule that will be used as the Expire Date rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01 | Use Base Date | Uses the exact date calculated by component B0150 to expire the enrollment. | B0150 | B0200 |
02* | Use Base Date plus Continuation Period | Uses the date calculated by component B0150, plus any additional continuance period calculated by components B0170 and B0180 to expire the enrollment. | B0150 B0170 B0180 | B0170 |
- B0170 Termination Qualification {optional}
Must an employee be terminated on/after a certain day in the month in order for month to be included in the continuation criteria?
Yes - Choose the rule to be used
No - Go to B0180
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | Use Day from Calc Only | Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value. This value is interpreted as a user provided day of the month after which an employee must be terminated by, in order to remain enrolled during the last month of employment. | B0160 | B0180 |
01 | Use Day from Element | Specify the name of the <Element> on the component. The value of the element is used as the user-provided day of the month after which an employee must be terminated in order to remain enrolled during the last month of employment. | B0160 | B0180 |
02* | Terminated after Specified Day | Specify the <BC Value> on the coverage component. The value of the component is used as the user-provided day of the month after which an employee must be terminated in order to remain enrolled during the last month of employment. Must be entered as DD (15 for the 15th of the month.) | B0160 | B0180 |
03 | Terminated on Last Day in Month | Specifies an employee must not terminate until the last day of the month in order to remain enrolled during the last month of employment. | B0160 | B0180 |
- B0180 Continuation Period {optional}
Is there a continuation period for benefit enrollment?
Yes - Choose the rule to be used
No - Go to B0190
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01 | Number of Days | Specify the <BC Value> on the coverage component. Adds number of days to the expiration base date. | B0160 B0170 | B0190 |
02 | Number of Weeks | Specify the <BC Value> on the coverage component. Adds number of weeks to the expiration base date. | B0160 B0170 | B0190 |
03* | Number of Months | Specify the <BC Value> on the coverage component. Adds number of months to the expiration base date. | B0160 B0170 | B0190 |
04 | Number of Pay Periods | Specify the <BC Value> on the coverage component. Adds number of pay periods to the expiration base date. | B0160 B0170 | B0190 |
05* | Number of Years | Specify the <BC Value> on the coverage component. Adds number of years to the expiration base date. | B0160 B0170 | B0190 |
- B0190 Roll Forward/Back Rule {optional}
Is it necessary to roll the expiry date forward or backward to a specific day of the month?
Yes - Choose the rule to be used
No - Go to B0200
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01 | Roll Forward to Day in Curr Month | Specify the <BC Value> on the coverage component. Must be entered as DD (31 for the end of the month.) Rolls the expiration date forward to this day in the current or following month, whichever is past the original expiration date month. Used when benefits may only expire on a specified day of the month. | B0200 | |
02* | Roll Back to Day in Prev Month | Specify the <BC Value> on the coverage component. Must be entered as DD (31 for the end of the month.) Rolls the expiration date back to this day in the previous month. Used when benefit may only expire on a specified day of the month. | B0200 | |
03 | Roll Forward to Last Day in Curr Quarter | Rolls the expiry date forward to the last day in the current quarter. Used when benefits may only expire at the end of a quarter. | B0200 | |
04 | Roll Back to Last Day in Prev Quarter | Rolls the expiry date back to the last day in the previous quarter. Used when benefits may only expire at the end of a quarter, and the employee has to be employed for the whole quarter in order to be enrolled for that quarter. | B0200 |
- B0200 Expire Date
Choose the rule that is used as the Expire Date rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Calculate Expire Date | Stores the calculated expiration date of the enrollment. | B0210 |
- B0210 Eligibility End Base Date
Choose the rule that is used as the Eligibility End Base Date rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | UserCalc Only | Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value. This value is interpreted by the component as a user- provided base date from which the employee’s eligibility is expired. | B0220 | |
01 | Use End of Time | Uses 31st December, 3999 as base date from which employee’s eligibility is expired. | B0220 | |
02* | Use Termination Date | Uses employee’s Termination Date from Employment Information (IEEI) form to determine date employee’s eligibility is expired, or 31st December, 3999 if date is unavailable. | B0220 | |
03 | Use Leave Date | Uses employee’s Leave Date from Employment Information (IEEI) form to determine date employee’s eligibility is expired, or 31st December, 3999 if date is unavailable. | B0220 | |
04 | Use Earlier of Term/Leave | Uses earlier of Termination Date or Leave Date as date from which an employee’s eligibility is expired, or 31st December, 3999 if date is unavailable. | B0220 | |
05* | Use Birth Date | Uses employee’s Birth Date from Identity Information (IEID) form plus a continuation period to determine date employee’s eligibility is expired. Sometimes used for life type plans that automatically expire at a specific age. | B0220 | |
06 | Use Spouse's Birth Date | Uses spouse’s Birth Date from contact form plus a continuation period to determine date spouse’s eligibility is expired. Sometimes used for dependent or spousal life type plans that automatically expire at a specific age. | B0220 |
- B0220 Eligibility End Date Rule
Chose the rule that is used as the Eligibility End Date rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01 | Use Base Date | Uses the exact date calculated by component B0210 to expire the benefit eligibility. | B0210 | B0260 |
02* | Use Base Date plus Continuation Period | Uses the date calculated by component B0210, plus any additional continuance period calculated by components B0230 and B0240 to expire the benefit eligibility. | B0210 B0230 B0240 | B0230 |
- B0230 Termination Qualification {optional}
Must an employee be terminated on/after a certain day in the month in order for month to be included in the continuation criteria?
Yes - Choose the rule to be used
No - Go to B0240
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | Use Day from Calc Only | Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return a numeric value. This value is interpreted as a user-provided day of the month after which an employee must be terminated in order to be eligible for benefits during the last month of employment. | B0220 | B0240 |
01 | Use Day from Element | Specify the name of the <Element> on the component. The value of the element is used as the user-provided day of the month after which an employee must be terminated in order to be eligible for benefits during the last month of employment. | B0220 | B0240 |
02* | Terminated after Specified Day | Specify the <BC Value> on the coverage component. The value of the component is used as the user-provided day of the month after which an employee must be terminated in order to remain eligible for benefits during the last month of employment. Must be entered as DD (15 for the 15th of the month.) | B0220 | B0240 |
03* | Terminated on Last Day in Month | Specifies an employee must not terminate until the last day of the month in order to remain eligible for benefits during the last month of employment. | B0220 | B0240 |
- B0240 Continuation Period
Choose the rule that is used as the Continuation Period rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01 | Number of Days | Specify the <BC Value> on the coverage component. Adds the number of days to the eligibility end base date. | B0220 B0230 | B0250 |
02 | Number of Weeks | Specify the <BC Value> on the coverage component. Adds the number of weeks to the eligibility end base date. | B0220 B0230 | B0250 |
03* | Number of Months | Specify the <BC Value> on the coverage component. Adds the number of months to the eligibility end base date. | B0220 B0230 | B0250 |
04 | Number of Pay Periods | Specify the <BC Value> on the coverage component. Adds the number of pay periods to the eligibility end base date. | B0220 B0230 | B0250 |
05* | Number of Years | Specify the <BC Value> on the coverage component. Adds the number of years to the eligibility end base date. | B0220 B0230 | B0250 |
- B0250 Roll Forward/Back Rule {optional}
Is it necessary to roll the eligibility end date forward or backward to a specific day of the month?
Yes - Choose the rule to be used
No - Go to B0260
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Roll Forward to Day in Curr Month | Specify the <BC Value> on the coverage component. Must be entered as DD (31 for the end of the month.) Rolls the expiration date forward to this day in the current month. Used when benefits may only expire on a specified day of the month. | B0260 | |
02 | Roll Back to Day in Prev Month | Specify the <BC Value> on the coverage component. Must be entered as DD (31 for the end of the month.) Rolls the expiration date back to this day in the previous month. Used when benefit may only expire on a specified day of the month. | B0260 | |
03 | Roll Forward to Last Day in Curr Quarter | Rolls the expiration date forward to the last day in the current quarter. Used when benefit eligibility may only end at the end of a quarter. | B0260 | |
04 | Roll Back to Last Day in Prev Quarter | Rolls the expiration date back to the last day in the previous quarter. Used when benefit eligibility may only end at the end of a quarter and the employee has to be employed for the whole quarter in order to be enrolled for quarter. | B0260 |
- B0260 Eligibility End Date
Choose the rule that is used as the Eligibility End Date rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Calculate Eligibility End Date | Stores the calculated end date of the eligibility. | B0270 |
- B0270 Premium End Date
Choose the rule that is used as the Premium End Date.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | UserCalc Only | Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Date`. The UserCalc must use the RET operator to return a date value. This value is interpreted by the component as a user- provided date from which the employee’s premium is ended. | B0300 | |
01* | Use Expire Date | Uses the date calculated in component B0210 as the premium end date. | B0210 | B0300 |
02 | Use Eligibility End Date | Uses the date calculated in component B0260 as the premium end date. | B0260 | B0300 |
B0300 - B0399 Eligible Earnings/Amounts #
- B0320 Eligible Regular Earnings (Before Cap) WP12
Choose the rule that is used as the Eligible Regular Earnings rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | UserCalc Only | Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value. This value is interpreted by the component as a user -provided normal member earnings. | B0300 | B0321 |
01* | Use Earnings from Element | Specify the name of the <Element> on the component. The value of the element will be used as normal member earnings. | B0300 | B0321 |
- B0321 Eligible Lump Sum Leave Pay Earnings WP 21
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | UserCalc Only | Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value. This value is interpreted by the component as a user- provided retroactive salary earnings. | B0323 | |
01* | Use Earnings from Element | Specify the name of the <Element> on the component. The value of the element will be used as retroactive salary earnings. | B0323 |
- B0323 Eligible Prior Period Adjustment Earnings WP12
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | UserCalc Only | Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value. This value is interpreted by the component as a user provided prior period earnings. | B0328 | |
01* | Use Earnings from Element | Specify the name of the <Element> on the component. The value of the element will be used as prior period earnings. | B0328 |
- B0328 Eligible Workers’ Compensation Earnings WP88
Choose the rule that is used as the Eligible Workers’ Compensation Earnings rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
00 | UserCalc Only | Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value. This value is interpreted by the component as a user provided special compensation amount. | B0350 | |
01* | Use Earnings from Element | Specify the name of the <Element> on the component. The value of the element will be used as special compensation amount. | B0350 |
- B0360 Regular Earnings (Sequence 585) WP12
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Replace Enrollment Value | Replaces the enrollment value with the newly calculated normal member earnings value. A <PC Code> must be indicated. | B0361 |
- B0361 Lump Sum Leave Pay Earnings (Sequence 586) WP21
Choose the rule that is used as the Lump Sum Leave Pay Earnings rule
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Replace Enrollment Value | Replaces the enrollment value with the newly calculated prior period earnings value. A <PC Code> must be indicated. | B0363 |
- B0363 Prior Period Adjustment Earnings (Sequence 587) WP12
Choose the rule that is used as the Prior Period Adjustment Earnings rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Replace Enrollment Value | Replaces the enrollment value with the newly calculated retroactive salary earnings value. A <PC Code> must be indicated. | B0368 |
- B0368 Workers’ Compensation Earnings (Sequence 589) WP88
Choose the rule that is used as the Workers Compensation Earnings rule.
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Replace Enrollment Value | Replaces the enrollment value with the newly calculated special compensation amount value. A <PC Code> must be indicated. | B0380 |
- B0380 Lump Sum Leave Pay Hours (Sequence 589) WP21
Choose the rule that is used as the Lump Sum Leave Pay Hours
Rule | Description | Logic | Assoc. | Go to |
---|---|---|---|---|
01* | Replace Enrollment Value | Replaces the enrollment value with the newly calculated special compensation amount value. An <Element> must be indicated. A <PC Code> must be indicated. | B0321 | B0600 |
B0800 - B0899 Employer Contributions #
- B0800 Contribution Rate
Choose the rule that is used as the Contribution Rate rule.
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
00 | Use Value from UserCalc | Specify the name of the <User Calc> on the component. The UserCalc must be of the type `Function`, with a return value of the type `Numeric`. Use the RET operator to return the numeric value. This value is interpreted by the component as a user provided contribution rate. | B0810 | |
01* | Use Specified Value | Specify the <BC Value> on the component. The specified value is used as the contribution rate. | B0810 | |
02* | Use Value from Coverage Rate Step | Uses the contribution rate from the Rates tab. | B0810 | |
03 | Use Value from Enrollment | Specify the value on the employee’s enrollment. The specified value is used as the contribution rate. | B0810 |
- B0810 Regular Contribution Calculation Method WP12
Choose the rule that is used as the Regular Contribution Calculation Method rule.
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
11* | Percentage of Eligible Earnings | Multiplies the contribution rate (B0800) by the eligible earnings (B0360). | B0800 B0360 | B0811 |
- B0811 Lump Sum Leave Pay Contribution Calculation Method WP21
Choose the rule that is used as the Lump Sum Leave Pay Contribution Calculation Method rule.
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
11* | Percentage of Eligible Earnings | The contribution rate (B0800) divided by 100 multiplied by the Lump Sum Leave Pay Earnings (B0361). | B0800 B0361 | B0813 |
- B0813 Prior Period Adjustment Contribution Calculation Method WP12
Choose the rule that is used as the Prior Period Adjustment Contribution Calculation Method rule.
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
11* | Percentage of Eligible Earnings | The contribution rate (B0800) divided by 100 multiplied by the Prior Period Adjustment Earnings (B0363). | B0800 B0363 | B0818 |
- B0818 Workers’ Compensation Contribution Method WP88
Choose the rule that is used as the Workers’ Compensation Contribution Calculation Method rule.
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
11* | Percentage of Eligible Earnings | The contribution rate (B0800) divided by 100 multiplied by the Workers’ Compensation earnings (B0368). | B0800 B0368 | B0840 |
- B0840 Regular Contribution Amount WP12
Choose the rule that is used as the Regular Contribution Amount rule.
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
01* | Replace Value on Enrollment | Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. | B0841 | |
02 | Accumulate Value to Enrollment | Accumulates the newly calculated contribution amount into the existing enrollment value. | B0841 |
- B0841 Lump Sum Leave Pay Contribution Amount WP21
Choose the rule that is used as the Lump Sum Leave Pay Contribution Amount rule.
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
01* | Replace Value on Enrollment | Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. | B0843 |
- B0843 Prior Period Adjustment Contribution Amount WP12
Choose the rule that is used as the Prior Period Adjustment Contribution Amount rule.
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
01* | Replace Value on Enrollment | Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. | B0848 |
- B0848 Workers’ Compensation Contribution Amount WP88
Choose the rule that is used as the Workers’ Compensation Contribution Amount.
Rule | Description | Logic | Assoc. | Go To |
---|---|---|---|---|
01* | Replace Value on Enrollment | Replaces the enrollment value with the newly calculated contribution amount. A <PC Code> must be indicated. | Done |
Sample FRS Plan #
In this example the coverage is for HA – Regular Employees. FRS is processed biweekly.0010 – 0299 | Pre-processing/Qualification |
0300 – 0399 | Eligible Earnings/Amounts |
0800 – 0899 | Employer Contributions |
BC | Rule | WP | Element | PC | Rate |
---|---|---|---|---|---|
B0020 Enrollment Base Date | 02 Hire Date | ||||
B0030 Enrollment Effective Date | 01 Use Base Date | ||||
B0070 Effective Date | 01 Calculate Effective Date | ||||
B0080 Eligibility Base Date | 02 Hire Date | ||||
B0090 Eligibility Date Rule | 01 Use Base Date | ||||
B0130 Eligibility Date | 01 Calculate Eligible Date | ||||
B0140 Premium Start Date | 01 Use Effective Date | ||||
B0150 Expire Base Date | 02 Termination Date | ||||
B0160 Expire Date Rule | 01 Use Base Date | ||||
B0200 Expire Date | 01 Calculate Expire Date | ||||
B0210 Eligibility End Base Date | 02 Termination Date | ||||
B0220 Eligibility End Date Rule | 01 Use Base Date | ||||
B0260 Eligibility End Date | 01 Calculate Eligible End Date | ||||
B0270 Premium End Date | 01 Use Expiration Date | ||||
B0320 Eligible Regular Earnings | 01 Use Earnings from Element | 12 | FRS REG | ||
B0360 Regular Eligible Earnings | 01 Replace Enrollment Value | 12 | 6800 – FRS Reg Earns | ||
B0800 Contribution Rate | 02 Use Value from Coverage Rate Step | ALL | ER Rate (%) = 10.15 | ||
B0810 Regular Contribution Method | 11 Percentage of Eligible Earnings | 12 | |||
B0840 Regular Contribution Amount | 01 Replace Enrollment Value | 12 | 4800 – FRS Reg ER | ||
B0321 Eligible Lump Sum Leave Pay Earnings | 01 Use Earnings from Element | 21 | FRS LUMP | ||
B0361 Lump Sum Leave Pay Eligible Earnings | 01 Replace Enrollment Value | 21 | 6801 – FRS Lump Earns | ||
B0811 Lump Sum Leave Pay Contribution Method | 11 Percentage of Eligible Earnings | 21 | |||
B0841 Lump Sum Leave Pay Contribution Amount | 01 Replace Enrollment Value | 21 | 4801 – FRS Lump ER | ||
B0323 Eligible Prior Period Adjustment Earnings | 01 Use Earnings from Element | 12 | FRS PP | ||
B0363 Prior Period Adjustment Eligible Earnings | 01 Replace Enrollment Value | 12 | 6803 – FRS PP Earns | ||
B0813 Prior Period Adjustment Contribution Method | 11 Percentage of Eligible Earnings | 12 | |||
B0843 Prior Period Adjustment Contribution Amount | 01 Replace Enrollment Value | 12 | 4803 – FRS PP ER | ||
B0328 Eligible Workers’ Compensation Earnings | 01 Use Earnings from Element | 88 | FRS WC | ||
B0368 Workers’ Compensation Eligible Earnings | 01 Replace Enrollment Value | 88 | 6808 – FRS WC Earns | ||
B0818 Workers’ Compensation Contribution Method | 11 Percentage of Eligible Earnings | 88 | |||
B0848 Workers’ Compensation Contribution Amount | 01 Replace Enrollment Value | 88 | 4808 – FRS WC ER |
Exceptions / Notes The sample provided previously is a fairly generic example. You and your consultant will need to discuss your specific requirements.
User Fields #
There are two mandatory user fields that need to be set up. FRS Position Number This user field is OPTIONAL and is attached to the Position Details table.This is a SYSTEM updated user field.
Table | User Field Name | Prompt | Field Type | Fld Seq |
---|---|---|---|---|
P2K_CM_POSITION_DETAILS | FRS POSITION NUMBER | FRS Position Number | Char | 1 |
This user field is OPTIONAL. This user field is attached to the Position Details table.
This is a SYSTEM updated user field.
Table | User Field Name | Prompt | Field Type | Fld Seq |
---|---|---|---|---|
P2K_CM_POSITION_DETAILS | FRS CLASS CODE | FRS Class Code | Char | 2 |
Process FRS #
This update will process all FRS plans, and produce a flat file to be remitted.The report can be produced only after the FRS plan/coverages are set up, employees properly enrolled, and payrolls have been closed. At payroll time, the benefit routine will be invoked, which populates the FRS Pay Components with values derived from pay components/elements as defined in the benefit components. Reporting will be done after the pay closes; it will extract the numbers from the benefit components and produce the FRS report using the required format.
Function RPFRS produces the FRS report and optionally the associated file for transmission.
The output file will contain exactly what is shown on the report.
Report Field | Source | Notes |
---|---|---|
Social Security Number | Government Code | P2K_HR_IDENTITIES |
Department | Department Code | P2K_HR_ASSIGNMENT_DETAILS |
Check Date | Pay Issue Date | P2K_PR_PAY_HEADERS |
Member Name (Last, First) | Name (Last, First, M.) | P2K_HR_IDENTITIES |
Plan | Plan Code | P2K_BE_PLAN_DEFINITIONS |
Work Period | Derived from Plans (IBPN) | Derived from Earnings Pay Component attached to the Plan’s Benefit Components |
Monthly Salary | Derived from Assignment (IEAS) | Monthly Salary derived from the Wage Rate on the employee’s assignment. |
Employee Contribution Amount | N/A | |
Employer Contribution Amount | Derived from Coverage (IBPN) | The ER Rate on the coverage multiplied by the Pay Component containing the earnings |
Leave Hours | From PC | The hours in the Pay Component on Benefit Component B380 |
Adjustment | Derived from Coverage (IBPN) | The ER Rate on the coverage multiplied by the Pay Component containing the earnings, when there is an amount in the Pay Component attached to B383 |
Form Definition Variables #
Modify the standard FRS file requirements using the IDFDV function for HL$FLPERS.File Format Supported
Field Identifier | Description | Source | Variable | Notes |
---|---|---|---|---|
DEPARTMENT | Department | Data Base Column | DDP.DEPARTMENT_CODE | |
POSITION NUMBER | Position Number | Data Base Column | DPS.POSITION_CODE | |
CLASS CODE | Class Code | Not Specified | ||
PLAN | FRS Plan Code | Data Base Column | BPN.PLAN_CODE | |
WORK PERIOD | Work Period Code | Not Specified | ||
ADJ CODE | Adjustment Code | Not Specified | ||
CHECK DATE | Check Date | Not Specified | ||
EMPLOYEE NAME | Employee Name (Last, First, MI) | Not Specified | ||
SOCIAL SECURITY NUMBER | Employee Social Security Number | Data Base Column | EID.GOVERNMENT_CODE | |
DATE OF BIRTH | Date of Birth (DOB) | Data Base Column | EID.BIRTH_DATE | |
SEX | Employee Gender | Data Base Column | EID.GENDER | |
ADDRESS LINE 1 | Employee Address Line One | Data Base Column | EPS.ADDRESS_LINE_1 | |
ADDRESS LINE 2 | Employee Address Line Two | Data Base Column | EPS.ADDRESS_LINE_2 | |
ADDRESS CITY | Employee City | Data Base Column | EPS.LOCALITY | |
ADDRESS STATE | Employee State | Data Base Column | DSP.STATE_PROVINCE_CODE | |
ADDRESS ZIP CODE | Employee Zip | Data Base Column | EPS.ZIP_POSTAL | |
SALARY | Salary | Element | GROSS | |
EE CONTRIBUTION | Employee Contribution Amount | Pay Component | FRS EE | |
ER CONTRIBUTION | Employer Contribution Amount | Pay Component | FRS ER | |
REPORT PERIOD | Report Period | Not Specified | ||
ANNUAL LEAVE HOURS | Annual Leave Hours | Pay Component | ||
AGENCY | Agency Number | Constant | ||
REPORT FORMAT CODE | Report Format Code | Constant | ||
REPORT PERIOD CD | Report Period (MMYYYY) | Not Specified | ||
TR | Trailer Record Identifier | Constant | ||
DETAIL RECORD COUNT | Detail Record Count | Not Specified |